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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,342 | $144,130-30.4% | $117,861-14.9% | $147,586-32.0% |
| Participation rate | 27.8% | 83.4%-55.6pp | 79.7%-51.9pp | 82.8%-55.1pp |
| Annual return | 6.89% | 531.20%-524.3pp | 335.11%-328.2pp | 578.59%-571.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,791 | $5,316-47.5% | $4,482-37.7% | $5,439-48.7% |
| Admin fee / account holder | $2,712 | $10,887-75.1% | $8,021-66.2% | $10,886-75.1% |